Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW
Search ResultsShowing 1 - 10 of 32 results for "AdviserLogic"
Advisers switch platforms amid pandemic
ALLY SELBY  |  TUESDAY, 7 JUL 2020
... second spot. CFS First Choice, BT Panorama and Macquarie Wrap also make the top five. In terms of advice software, AdviserLogic took out the top gong for the fifth consecutive year, followed by Midwinter and Xplan. Despite fallout from the Royal Commission ...
FPA launches new ROA solution template
ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
... accessing super at the price point set." De Gori said the FPA has partnered with Midwinter, Financial Mappers and AdviserLogic to make the template available digitally. "We are supporting our members by helping them quickly and efficiently provide advice ...
Morningstar releases time saving tool amid crisis
ALLY SELBY  |  THURSDAY, 9 APR 2020
... they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature a digital Statement of Advice (SoA) module, which will help streamline strategy selection, product comparison ...
Morningstar boosts financial planning capabilities
ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... quarter. It comes off the back of the research firm's acquisition of Australian cloud-based adviser software firm, AdviserLogic, in November last year. Morningstar Canada chief executive and president, Scott Mackenzie, said PlanPlus Global's risk profiling ...
Morningstar now an ETF issuer
KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... investment horizon. Earlier this month, Monrningstar announced its acquisition of financial planning software company AdviserLogic, as it looked to expand its adviser offering .
Morningstar bets on advice software
KANIKA SOOD  |  MONDAY, 4 NOV 2019
The research house is set to acquire AdviserLogic as it looks to add financial planning software to its adviser offering. Morningstar has entered a definitive agreement to acquire AdviserLogic for undisclosed terms, with the transaction expected to ...
Advice affordability a growing concern
HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... good. HUB24 sits in second at 43%, with Asgard eWRAP, CFS First Choice and BT Panorama rounding out the top five. AdviserLogic ranked as the top planning software for the fourth year in-a-row, ahead of XPLAN and Midwinter. Peker said planners were looking ...
Advisers loyal to XPLAN: Report
KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... showed XPLAN blitzed 29 of 34 categories. Other than XPLAN, the majority of financial planners use COIN, AdviceOS, or AdviserLogic as their main advice delivery applications. CCUBE Integrated Wealth, Advice Intelligence, and Plutosoft are recent additions ...
Simple Fund 360 picks up AdviserLogic
HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
AdviserLogic clients are now available to use Simple Fund 360, after the software provider integrated with the BGL platform. The SMSF software provider added in a release that AdviserLogic used the free BGL application programming interface (API) to ...
Younger advisers drive digital client engagement
KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... canvassed in the survey said netwealth is the platform of choice based on satisfaction, followed by CFS FirstChoice. AdviserLogic leads in planning software satisfaction for the third year running. Aside from the traditional face-to-face client review ...
PAGE:
1
PREVIOUS
NEXT
Link to something TZMqYBkN